# ![@KeyPaganRush Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1195559143832055808.png) @KeyPaganRush KeyPaganRush

KeyPaganRush posts on X about market, money, in the, inflation the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1195559143832055808/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195559143832055808/c:line/m:interactions.svg)

- [--] Week [-----] +249%
- [--] Month [------] +179%
- [--] Months [------] +268%
- [--] Year [------] +113%

### Mentions: [--] [#](/creator/twitter::1195559143832055808/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195559143832055808/c:line/m:posts_active.svg)

- [--] Months [--] +78%
- [--] Year [---] +0.83%

### Followers: [-----] [#](/creator/twitter::1195559143832055808/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195559143832055808/c:line/m:followers.svg)

- [--] Week [-----] +4.40%
- [--] Month [-----] +4.50%
- [--] Months [-----] +5.70%
- [--] Year [-----] +5.60%

### CreatorRank: [---------] [#](/creator/twitter::1195559143832055808/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195559143832055808/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [events](/list/events) 

**Social topic influence**
[market](/topic/market), [money](/topic/money), [in the](/topic/in-the), [inflation](/topic/inflation), [if you](/topic/if-you), [hedging](/topic/hedging), [delta](/topic/delta), [fed](/topic/fed), [$lly](/topic/$lly), [$pfix](/topic/$pfix)

**Top assets mentioned**
[Eli Lilly and Company (LLY)](/topic/$lly) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Annaly Capital Management, Inc. (NLY)](/topic/$nly) [Electroneum (ETN)](/topic/$etn) [AGNC Investment Corp. Common Stock (AGNC)](/topic/$agnc) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Healthpeak (DOC)](/topic/$doc) [Carvana Co. (CVNA)](/topic/$cvna) [CVS Health Corp (CVS)](/topic/cvs) [Spotify Technology (SPOT)](/topic/$spot) [Kenvue Inc. (KVUE)](/topic/$kvue)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Trying to get too cute with long oil short shitcoins got out of hand for me. Will resume around the 13th. Until then I found a more productive way to burn cash"  
[X Link](https://x.com/KeyPaganRush/status/1544823355949600768)  2022-07-06T23:19Z [----] followers, [--] engagements


"@John_J_Ahearn How dare you not have the Polish Zloty or Hungarian Forint on there"  
[X Link](https://x.com/KeyPaganRush/status/1622598611438809089)  2023-02-06T14:10Z [----] followers, [--] engagements


"@stevehouf Err so I'm no MMT proponent but if everything were that obvious then why was mainstream economics so intent on austerity after the GFC insisting that money can't be spent because we don't have enough of it and instead relying on monetary policy to https://x.com/PatriciaNPino/status/1058339114557288448 MMT: Govts are not financially constrained like a household is. Mainstream Economists (2015): ZIMBABWEEEE Mainstream Economists (now): oh yeh. we ALWAYS knew that. https://x.com/PatriciaNPino/status/1058339114557288448 MMT: Govts are not financially constrained like a household is."  
[X Link](https://x.com/KeyPaganRush/status/1638911100279484417)  2023-03-23T14:30Z [----] followers, [----] engagements


"@JackFarley96 @Harold36089778 @GeorgeGammon @ForwardGuidance @FedGuy12 Actually getting Manmohan Singh on the podcast would be 🔥 The phrase that he uses "Collateral chains" is probably the best I've heard when it comes to describing most financial blowups James Aitken would also be a great guest he and Singh cowrote papers together"  
[X Link](https://x.com/KeyPaganRush/status/1674537441427075073)  2023-06-29T21:57Z [----] followers, [--] engagements


"@coloradotravis @Citrini7 A corp locks low rates in 2020-2021; now able to earn 5% through T bills/RRP they are effectively on the other side of the banks and able to use that money to bid wages; ie wage expansion via public transfer to private sector Public sector just has to print the money voila"  
[X Link](https://x.com/KeyPaganRush/status/1678276052702093314)  2023-07-10T05:37Z [----] followers, [---] engagements


"Services hasn't pulled back enough small banks still lending out construction and manufacturing coming back online with a vengeance Industrials are in for a ride Services alone was creating a huge resilience watch what happens when its in combination with manufacturing"  
[X Link](https://x.com/KeyPaganRush/status/1678770446949548035)  2023-07-11T14:24Z [----] followers, [---] engagements


"It's not an accident what you've been seeing @autopc8 I have no problem paying up for this"  
[X Link](https://x.com/KeyPaganRush/status/1678770750831104003)  2023-07-11T14:24Z [----] followers, [---] engagements


"@prometheusmacro It's encouraging to see that I'm not the only one who is seeing a situation where rates rise but equities rally regardless as being a serious potential scenario"  
[X Link](https://x.com/KeyPaganRush/status/1680740733429649408)  2023-07-17T00:46Z [----] followers, [----] engagements


"@John_J_Ahearn @dampedspring @paper_alfa @prometheusmacro @mattzweifel @benjaminMlavine @pinebrookcap Precisely So does their apparent greater concern for assets rather than inflation suggest that the greater risk is for inflation to fall off catastrophically or stay elevated compared to historic averages"  
[X Link](https://x.com/KeyPaganRush/status/1682817190028877824)  2023-07-22T18:52Z [----] followers, [---] engagements


"@John_J_Ahearn @dampedspring @paper_alfa @prometheusmacro @mattzweifel @benjaminMlavine @pinebrookcap But Im not concerned about them Are you talking about me or someone else Im long and strong (Select sectors) here lmao"  
[X Link](https://x.com/KeyPaganRush/status/1682860318878494721)  2023-07-22T21:42Z [----] followers, [---] engagements


"@Citrini7 $CMC $ETN $AHT.LSE"  
[X Link](https://x.com/KeyPaganRush/status/1683149149703921665)  2023-07-23T16:16Z [----] followers, [--] engagements


"KRW copper and silver starting to firm up XLI at ATHs XHB and XLY ripping Crack spreads in US and Singapore turning around Watching for breakouts in CRB RIND and XLB and for an increase in term premia at the long end https://x.com/KeyPaganRush/status/1683474215536828418 Guess who wasn't surprised about the rebound in manufacturing https://x.com/KeyPaganRush/status/1683474215536828418 Guess who wasn't surprised about the rebound in manufacturing"  
[X Link](https://x.com/KeyPaganRush/status/1684359601607806976)  2023-07-27T00:26Z [----] followers, [----] engagements


"Hard disagree The fundamental premise is that we are undergoing a credit cycle which at some point must fall onto itself since growth/inflation cannot be sustained without continuous lending. Although I've written before this actually completely misses the point that none of"  
[X Link](https://x.com/KeyPaganRush/status/1688064665887412224)  2023-08-06T05:51Z [----] followers, [----] engagements


"the inflation we saw was actually due to credit expansion hence one is just waiting for the bursting of something that never even built up in the first place People are confusing a mixture of wage cycles brought on by supply chain bottlenecks/sudden"  
[X Link](https://x.com/KeyPaganRush/status/1688064723999453184)  2023-08-06T05:51Z [----] followers, [---] engagements


"stingy with lending unless to uber rich people. Corporates and individuals took full advantage of maximally terming out the borrowing during the depths of Covid. This essentially means in an environment where short rates/RRP are dishing out 4-5% on your cash corporates and"  
[X Link](https://x.com/KeyPaganRush/status/1688064931651014656)  2023-08-06T05:51Z [----] followers, [---] engagements


"individuals who have term debt are now in a positive carry trade. This is essentially again another transfer from public to private a way of allowing the public sector to pay off the debts of the private sector Despite having explained why bank lending"  
[X Link](https://x.com/KeyPaganRush/status/1688064993160515584)  2023-08-06T05:51Z [----] followers, [---] engagements


"All of this really in my mind just points to a somewhat narrow view both in time and geography of how cycles can occur. There seems to be a tendency among those who base their views on economic cycles in a monetary/debt-centric way to only be aware of"  
[X Link](https://x.com/KeyPaganRush/status/1688065356617887744)  2023-08-06T05:55Z [----] followers, [---] engagements


"US history from [----] onwards. This ignores periods such as [----] in the UK [----] in the US and [----] in Italy (This is just off the top of my head I'm sure other people can add more examples) Most importantly as it relates to market participants what we really care about is"  
[X Link](https://x.com/KeyPaganRush/status/1688065396363112448)  2023-08-06T05:55Z [----] followers, [--] engagements


"@ApexLexMusic LSD primarily acts through Htr2a so the same arguments apply: Maybe something there for anxiety/depression but even if so how it stacks against current medications is an open question. But ADHD ASD and opiate addiction Complete BS"  
[X Link](https://x.com/KeyPaganRush/status/1690507515866587136)  2023-08-12T23:36Z [----] followers, [---] engagements


"Tbh I thought the [--] yr yield might come back to 3.9% first giving me more time to pile on short duration long $PFIX oh well"  
[X Link](https://x.com/KeyPaganRush/status/1691274926626631680)  2023-08-15T02:25Z [----] followers, [---] engagements


"For the first time in my life I've opened a credit card Apparently there are benefits to having one in Seppoland even if you are comfortable paying for everything with debit/cash; like getting a credit score and benefits/perks What else do I need to know about these things"  
[X Link](https://x.com/KeyPaganRush/status/1693047245673742643)  2023-08-19T23:48Z [----] followers, [----] engagements


"@John_J_Ahearn Im just messing with you; (Calling something late-cycle is implicitly making a market timing call) Last nights storm was anticlimatic so I needed fun somewhere forgive me 😅"  
[X Link](https://x.com/KeyPaganRush/status/1693680962637529339)  2023-08-21T17:46Z [----] followers, [--] engagements


"@therobotjames @quant_arb Whats DN algo"  
[X Link](https://x.com/KeyPaganRush/status/1695504623824773120)  2023-08-26T18:32Z [----] followers, [---] engagements


"@macrocephalopod @therobotjames @be20684347 @quant_arb And now we wait"  
[X Link](https://x.com/KeyPaganRush/status/1695505216626716979)  2023-08-26T18:35Z [----] followers, [---] engagements


"@Abeblingcoln @therobotjames @quant_arb My computers MANDY system isnt letting me search for it"  
[X Link](https://x.com/KeyPaganRush/status/1695506639603023904)  2023-08-26T18:40Z [----] followers, [--] engagements


"Uhh wow. I just noticed that we've been given the short EURUSD trade all over again Would be nice to start a position at around 1.1"  
[X Link](https://x.com/KeyPaganRush/status/1697780316088516864)  2023-09-02T01:15Z [----] followers, [---] engagements


"@KarlNabisco @FinanceLancelot "It isnt real inflation cause there is no credit expansion" also "Yields going higher are going to choke credit and make interest payments unbearable" These people just dont realise how contradictory they are"  
[X Link](https://x.com/KeyPaganRush/status/1697810365076381802)  2023-09-02T03:15Z [----] followers, [--] engagements


"@l1quid1ty My impression is that most research doesnt stick not because people are intentionally trying to get wrong answers but because science is just hard Im pretty sure active investors aren't deliberately trying to underperform their index despite most of them doing so"  
[X Link](https://x.com/KeyPaganRush/status/1697824401281192256)  2023-09-02T04:10Z [----] followers, [--] engagements


"@l1quid1ty Its also very hard to try to predict the consequences of work in advance Some of the greatest discoveries have come through totally unrelated works One of the most important genetic tools in modern biology is GFP; some dude discovered it studying jellyfish"  
[X Link](https://x.com/KeyPaganRush/status/1697825115663401325)  2023-09-02T04:13Z [----] followers, [--] engagements


"A reasoned take against retail TLT punters with: "nOoo my TLT wIll MoON 400% as StOCks DeClIne 80% alLOwinG me TO BuY everYThinG chEaPeR wItH moRE CApiTAl" type of thinking; essentially trying to LARP the next Big Short"  
[X Link](https://x.com/KeyPaganRush/status/1699560357814301120)  2023-09-06T23:09Z [----] followers, [----] engagements


"@return_stacking Thats fully contingent on a negative stock-bond correlation though May I introduce you to $PFIX"  
[X Link](https://x.com/KeyPaganRush/status/1700230089286496256)  2023-09-08T19:30Z [----] followers, [---] engagements


"@return_stacking Its an ETF that is basically just 1) Treasury bills 2) Long dated swaptions It does well if bond vol in the [--] yearish maturity goes up IMO its a consistent trade if you have the view that inflation volatility and therefore bond vol stays elevated"  
[X Link](https://x.com/KeyPaganRush/status/1700231114617716901)  2023-09-08T19:34Z [----] followers, [--] engagements


"Tried mead for the first time Pretty nice; but holy shit is this strong for me half a can and Im already feeling it In shit macro-takes land CPI by itself is not what will be important as opposed to what the market expects the Feds reaction to it will be. Probably dovish lmao"  
[X Link](https://x.com/KeyPaganRush/status/1701057969562218973)  2023-09-11T02:19Z [----] followers, [--] engagements


"That $ETN dip worth buying IMO"  
[X Link](https://x.com/KeyPaganRush/status/1701650027461107788)  2023-09-12T17:32Z [----] followers, [---] engagements


"@coloradotravis "Buying stocks is generally undertaken by individuals to prevent their bags from remaining artificially low thus undermining their ability to generate liquidity" 💀😭☠👽"  
[X Link](https://x.com/KeyPaganRush/status/1702187709094408660)  2023-09-14T05:09Z [----] followers, [---] engagements


"Fascinating comments from @ConvexityMaven Elevated MOVE index makes bond vol a nice sell at these levels; buying an asset like MBS captures this + having the same creditworthiness of a treasury"  
[X Link](https://x.com/KeyPaganRush/status/1702468168164524329)  2023-09-14T23:43Z [----] followers, [----] engagements


"@l1quid1ty You know what I love more He literally designed the best diversifying ETF $PFIX to hedge yourself against bond vol from inflation and if he comes out with that MBS ETF he may also create the best ETF to profit from YC uninversion from policy normalisation Makes money both ways"  
[X Link](https://x.com/KeyPaganRush/status/1702901552913207560)  2023-09-16T04:25Z [----] followers, [---] engagements


"@witchqueendot Ill sell you relationship default swaps"  
[X Link](https://x.com/KeyPaganRush/status/1707250746381803836)  2023-09-28T04:27Z [----] followers, [--] engagements


"@John_J_Ahearn @coloradotravis Its not a decision for owners of cash to make. MMFs are mandated to go into MMs T bills or RRP; thats not a decision that cash owners make directly if RRP and T bills werent there then it would just go to MMs as repo for leveraged dealers and rates would go down making"  
[X Link](https://x.com/KeyPaganRush/status/1709188796649177382)  2023-10-03T12:48Z [----] followers, [--] engagements


"@coloradotravis @John_J_Ahearn It goes to whatever is highest yes The difference being between the alternatives that RRP is not a market set price"  
[X Link](https://x.com/anyuser/status/1709194486918848823)  2023-10-03T13:11Z [--] followers, [--] engagements


"Same guys who were saying rapid rate hikes would cause problems for comapnies and thus cause recession in Q1 [----] are now saying with perfect hindisght that actually it was obvious effect was gonna be lagged and that the refi cliff is soon coming up thus recession Q1 2024"  
[X Link](https://x.com/KeyPaganRush/status/1709306549938851985)  2023-10-03T20:36Z [----] followers, [----] engagements


"@FormulaDeltaOne @FarmerMenachem @therobotjames On the contrary; I think 1-4 explain precisely why people bag on it so much"  
[X Link](https://x.com/KeyPaganRush/status/1713656135125967086)  2023-10-15T20:40Z [----] followers, [--] engagements


"or inherent randomness of prices and how they see no reason to change their view; and in fact may decide to double down on this faulty assumption and then before you know it; their ETF is down 10% since inception"  
[X Link](https://x.com/KeyPaganRush/status/1714292496862421267)  2023-10-17T14:49Z [----] followers, [---] engagements


"@Citrini7 @DannyDayan5 Dunno man If front end is falling because Fed is reacting to bleak outlook on forecasts they're catching up to what the long end has already sniffed out If the long end is rising though maybe its just catching up to the fact nominal GDP is still at 7%"  
[X Link](https://x.com/KeyPaganRush/status/1717568245690167734)  2023-10-26T15:45Z [----] followers, [---] engagements


"Oof patting myself on the back for this one Recent rally in bonds may have been driven by QRA Econ news or w/e; doesn't really matter PCE still too high to really justify longer dated yields coming down this far; part of the reason the Fed went on hold was because the market"  
[X Link](https://x.com/KeyPaganRush/status/1720825744396607550)  2023-11-04T15:30Z [----] followers, [----] engagements


"@davidbelle_ So I cant remember which interview it was but there was a guy who worked for Soros who said that for the most part funding from Soros is rarely a direct decision by Soros but is normally his underlings doing it"  
[X Link](https://x.com/KeyPaganRush/status/1721259950956232714)  2023-11-05T20:15Z [----] followers, [---] engagements


"@davidbelle_ Found it 15:38"  
[X Link](https://x.com/KeyPaganRush/status/1721261491901603842)  2023-11-05T20:21Z [----] followers, [--] engagements


"@pansareV You might also like $NLY"  
[X Link](https://x.com/KeyPaganRush/status/1722108421317792072)  2023-11-08T04:26Z [----] followers, [---] engagements


"@Citrini7 $NLY and $AGNC"  
[X Link](https://x.com/KeyPaganRush/status/1722278553902006357)  2023-11-08T15:43Z [----] followers, [---] engagements


"Weird dynamic PCE falling faster than median wages so an increase in real wages over the past [--] months Does the Fed respond to PCE real median wages or do they just do nothing"  
[X Link](https://x.com/KeyPaganRush/status/1725184903627813147)  2023-11-16T16:11Z [----] followers, [---] engagements


"My Mp3 player doesnt have bluetooth so I bought both an Aux Bluetooth transmitter and new Bose QuietComfort Ultras this Black Friday sale I is now a very happy hooman"  
[X Link](https://x.com/KeyPaganRush/status/1726074508392661154)  2023-11-19T03:06Z [----] followers, [----] engagements


"@Biohazard3737 Could you walk through your calculations as to how decrease of [---] in BMI is a reasonable measurement Data from Novos own papers show proportion of patients achieving a specific weight loss target Corroborating this with BMI percentiles one can calculate how the BMIs drop"  
[X Link](https://x.com/KeyPaganRush/status/1727171094531215472)  2023-11-22T03:44Z [----] followers, [---] engagements


"@Biohazard3737 Ok but not all people lose 10% body weight is the point Going from: Weghuber et al (2022) NEJM you can see that 17.6% patients achieve 5% weight loss 20% achieve 10% 20% achieve 15% and 35% achieve 20%. If you then embed the calculations into those proportions you get this"  
[X Link](https://x.com/KeyPaganRush/status/1727176400409706520)  2023-11-22T04:05Z [----] followers, [---] engagements


"@Biohazard3737 Using the data you can then make a simple assumption for each percentile BMI of the population. Eg 17.6% of people starting at [--] BMI achieve 5% body weight loss bringing them to [----] 20% achieve 10% and their BMI goes to [--] etc"  
[X Link](https://x.com/KeyPaganRush/status/1727176754266341880)  2023-11-22T04:06Z [----] followers, [--] engagements


"@Biohazard3737 Ok fair enough Although Im curious as to why you think SELECT had a better patient demographic considering diabetes was an exclusionary criteria"  
[X Link](https://x.com/KeyPaganRush/status/1727180966261854371)  2023-11-22T04:23Z [----] followers, [---] engagements


"Convex Value is definitely my favourite tool for pulling options data analytics and stunning visuals in a single neat program. 50% is a steal"  
[X Link](https://x.com/KeyPaganRush/status/1728977314888011902)  2023-11-27T03:21Z [----] followers, [----] engagements


"@JaymesRosenthal Oof thanks for sharing didn't know about $CLSK; I've always been using $IREN as a BTC miner play"  
[X Link](https://x.com/KeyPaganRush/status/1731493113896878228)  2023-12-04T01:58Z [----] followers, [---] engagements


"@JaymesRosenthal $CLSK better on a relative basis"  
[X Link](https://x.com/KeyPaganRush/status/1731495407807758396)  2023-12-04T02:07Z [----] followers, [---] engagements


"@ScottPh77711570 Risk premia enjooooyer"  
[X Link](https://x.com/KeyPaganRush/status/1734230270877024667)  2023-12-11T15:14Z [----] followers, [---] engagements


"@pinebrookcap If you like $NLY you might also like $AGNC"  
[X Link](https://x.com/KeyPaganRush/status/1734950482165264830)  2023-12-13T14:56Z [----] followers, [---] engagements


"@Globalflows @JaymesRosenthal Maybe a sign to bail if people are catching on 😂"  
[X Link](https://x.com/KeyPaganRush/status/1735112181312803324)  2023-12-14T01:39Z [----] followers, [---] engagements


"@Globalflows @JaymesRosenthal Then again how could I not want MXN after having these"  
[X Link](https://x.com/KeyPaganRush/status/1735112298325549272)  2023-12-14T01:39Z [----] followers, [--] engagements


"@Globalflows @JaymesRosenthal Its cause I didnt tip enough I brought this on myself by not lifting CPI"  
[X Link](https://x.com/KeyPaganRush/status/1735118161228464380)  2023-12-14T02:03Z [----] followers, [--] engagements


"@return_stacking Buy $LLY and forget about it for the next [--] years"  
[X Link](https://x.com/KeyPaganRush/status/1739066162288476433)  2023-12-24T23:30Z [----] followers, [--] engagements


"@return_stacking Sounds like a description of $AKT 😂"  
[X Link](https://x.com/KeyPaganRush/status/1739067121005670672)  2023-12-24T23:34Z [----] followers, [--] engagements


"@senorsidechain @coloradotravis Try it over the last [---] years and all countries not just the US"  
[X Link](https://x.com/KeyPaganRush/status/1740082200895480122)  2023-12-27T18:48Z [----] followers, [--] engagements


"@senorsidechain @coloradotravis For some other countries in the past decades: For the US over [---] years: You can probably find more if you go through internet hell you can even just pullup tradingview and compare 10y yields to short term yields for different"  
[X Link](https://x.com/KeyPaganRush/status/1740092010898616770)  2023-12-27T19:27Z [----] followers, [--] engagements


"@FarmerMenachem Every sell-side commodity analyst/newsletter"  
[X Link](https://x.com/anyuser/status/1743808230491611636)  2024-01-07T01:34Z [--] followers, [---] engagements


"Someone gives you [-------] USD to create a portfolio You cannot actively trade it will rebalance quarterly and must hold for [--] years. Shill me your portfolio"  
[X Link](https://x.com/KeyPaganRush/status/1744569396478263709)  2024-01-09T03:58Z [----] followers, [----] engagements


"@coloradotravis @610Stomper @Dcpcooks Out if curiosity then how did people you know/met overseas in developing countries deal with hyper inflating currencies or the taking money offshore when there are capital restrictions"  
[X Link](https://x.com/KeyPaganRush/status/1745995403055804468)  2024-01-13T02:25Z [----] followers, [--] engagements


"@godcomplex96 I dont understand people who dont understand people taking weird stuff to lose weight Just profit it from it lmao $LLY"  
[X Link](https://x.com/KeyPaganRush/status/1746377202965643525)  2024-01-14T03:42Z [----] followers, [---] engagements


"Consistent deflation post-GFC is equivalent to the Fed being in a extended drawdown in the PnL of their mandate. Now that they finally managed to get inflation exactly where they want their worry is that they end up going back to their drawdown days; hence frontloading cuts"  
[X Link](https://x.com/KeyPaganRush/status/1746585517440008478)  2024-01-14T17:30Z [----] followers, [----] engagements


"@sidprabhu and if unemployment doesn't turn in this scenario would you expect term premia to begin to expand again"  
[X Link](https://x.com/KeyPaganRush/status/1746595529805758708)  2024-01-14T18:09Z [----] followers, [---] engagements


"It's been pointed out to me and I agree that "sub target inflation" is what I should have said not "deflation""  
[X Link](https://x.com/KeyPaganRush/status/1746596434802352362)  2024-01-14T18:13Z [----] followers, [---] engagements


"@sidprabhu In the end thats all I care about haha how will I position in March (25bp vs 50bp) and how will I position over the year (Steepener or not)"  
[X Link](https://x.com/KeyPaganRush/status/1746597723497988390)  2024-01-14T18:18Z [----] followers, [---] engagements


"@sidprabhu Contingent on unemployment not rising all of a sudden of course"  
[X Link](https://x.com/KeyPaganRush/status/1746597816351519076)  2024-01-14T18:19Z [----] followers, [--] engagements


"@JaymesRosenthal @Globalflows Put me out of my misery"  
[X Link](https://x.com/KeyPaganRush/status/1746916905909354653)  2024-01-15T15:27Z [----] followers, [----] engagements


"What nooooo no rate cut Paper hands 😭 @JaymesRosenthal @Globalflows"  
[X Link](https://x.com/KeyPaganRush/status/1753225346164601199)  2024-02-02T01:14Z [----] followers, [---] engagements


"People still refusing to just buy $LLY"  
[X Link](https://x.com/KeyPaganRush/status/1754616687532593531)  2024-02-05T21:23Z [----] followers, [---] engagements


"I'm not saying that I predicted the move in uranium based on ultra sophisticated TA I'm just gonna let this tweet speak for itself 😂 @John_J_Ahearn Classic happy smile pattern; almost missed it myself https://t.co/UdPXWuNMEO @John_J_Ahearn Classic happy smile pattern; almost missed it myself https://t.co/UdPXWuNMEO"  
[X Link](https://x.com/KeyPaganRush/status/1756745708756173243)  2024-02-11T18:23Z [----] followers, [---] engagements


"@Citrini7 Yes Selling puts is a play on volatility path dependency and underlying price Best way to illustrate path dependency - Say you sold a put at [--] SMCI goes to [--] then shoots to 1900"  
[X Link](https://x.com/KeyPaganRush/status/1758502281597931549)  2024-02-16T14:43Z [----] followers, [----] engagements


"@Citrini7 Heres the Benn Eifert tweet I was thinking of @coloradotravis @JasonMutiny @bear_flattener obviously the answer is it depends on the price arguments about "i'd want to buy the stock there so why not sell the put" are obviously absurd @coloradotravis @JasonMutiny @bear_flattener obviously the answer is it depends on the price arguments about "i'd want to buy the stock there so why not sell the put" are obviously absurd"  
[X Link](https://x.com/KeyPaganRush/status/1758503424159883638)  2024-02-16T14:47Z [----] followers, [---] engagements


"Big words coming out of someone who hasn't been able to profit for decades https://t.co/e4hEHQQh7d https://t.co/e4hEHQQh7d"  
[X Link](https://x.com/KeyPaganRush/status/1758908573231497351)  2024-02-17T17:37Z [----] followers, [----] engagements


"Korea + Sweden are my own personal pair to look for global goods demand. The added info from Japan and Taiwan are nice too. Global exports are picking up. Recent reports from JPN KOR and TAI show continued trend of improving exports and are typically good indications of what will happen more globally. Suggests a pickup in the global goods demand which isn't really aligned with a global slowdown: https://t.co/6TUCaDwviJ Global exports are picking up. Recent reports from JPN KOR and TAI show continued trend of improving exports and are typically good indications of what will happen more"  
[X Link](https://x.com/KeyPaganRush/status/1760372530773467205)  2024-02-21T18:34Z [----] followers, [---] engagements


"The PnL profile you thought was being offered"  
[X Link](https://x.com/KeyPaganRush/status/1764487026643186013)  2024-03-04T03:04Z [----] followers, [---] engagements


"The PnL profile you actually offerred if counterparty simply hedges with spot"  
[X Link](https://x.com/KeyPaganRush/status/1764487181215924614)  2024-03-04T03:05Z [----] followers, [---] engagements


"@Tallow_beach @TCK_JRubano @SquishChaos @risk_biscuits It a [--] touch though not a digital Or does it not make much of a difference"  
[X Link](https://x.com/KeyPaganRush/status/1764493139161796782)  2024-03-04T03:28Z [----] followers, [--] engagements


"@SantiagoAuFund You may appreciate this meme"  
[X Link](https://x.com/KeyPaganRush/status/1764528639117525349)  2024-03-04T05:49Z [----] followers, [---] engagements


"@SprawlDontLie That reset was criminal though"  
[X Link](https://x.com/KeyPaganRush/status/1764738899304411398)  2024-03-04T19:45Z [----] followers, [--] engagements


"@l1quid1ty @therobotjames He essentially said it should be a replacement for munies/mbs in portfolios that also benefits from curve steepening. Done relatively better than MBS as advertised but on absolute basis pretty meh. FIG on the other hand. lmao"  
[X Link](https://x.com/KeyPaganRush/status/1777200012038209705)  2024-04-08T05:01Z [----] followers, [---] engagements


"@Citrini7 IRS: Let's play a game Me: Cool.🫤 IRS: You owe us money 😉 Me: How much IRS: Guess 😁 Me: If I guess too high IRS: We keep it😍 Me: If I guess too low IRS: You go to jail 😈"  
[X Link](https://x.com/KeyPaganRush/status/1779182700961939704)  2024-04-13T16:19Z [----] followers, [---] engagements


"There's always a dichotomy between physiology and pharmacology; pharma gets you results but its not always the best for disentangling MoA since you are blasting a system with an artificial manipulation At the physiological level when is GIP released"  
[X Link](https://x.com/KeyPaganRush/status/1786418108351263167)  2024-05-03T15:30Z [----] followers, [---] engagements


"GIP is released after meals to promote glucose uptake; Its natural function is to be insulinotropic"  
[X Link](https://x.com/KeyPaganRush/status/1786419496653304099)  2024-05-03T15:36Z [----] followers, [---] engagements


"@l1quid1ty @therobotjames Its just swaptions and T bills Levered ETFs are tracking an underlying on a daily basis the vol drag kiiiills"  
[X Link](https://x.com/KeyPaganRush/status/1786613502012215708)  2024-05-04T04:27Z [----] followers, [---] engagements


"@FreestyleNapper @l1quid1ty @therobotjames Dunno isnt that one of those return stacking like ETFs Youll have to fact check me but I think they gain leverage via futures rather than trying to daily track an underlying"  
[X Link](https://x.com/KeyPaganRush/status/1786620134918070445)  2024-05-04T04:53Z [----] followers, [--] engagements


"@OTC_Bitcoin @Dino_V20 @JiujitsuOtter and so casual 💀"  
[X Link](https://x.com/KeyPaganRush/status/1791103919554453857)  2024-05-16T13:50Z [----] followers, [--] engagements


"@BobEUnlimited Surprised the FX hasn't strengthened more though"  
[X Link](https://x.com/KeyPaganRush/status/1794009718568219027)  2024-05-24T14:17Z [----] followers, [---] engagements


"@John_J_Ahearn This is based on surveys of people"  
[X Link](https://x.com/KeyPaganRush/status/1795440976091320794)  2024-05-28T13:04Z [----] followers, [--] engagements


"@John_J_Ahearn @7N8Nine Go down the rabbit hole of US expats in Korea trying and comparing the Korean healthcare system when you have the time lol read the comments sections as a bonus https://www.youtube.com/watchv=UXXYtX8XX-Y&t=99s https://www.youtube.com/watchv=_Bdmg-AqC-k https://www.youtube.com/watchv=lPF5xn8Rj5k https://www.youtube.com/watchv=UXXYtX8XX-Y&t=99s https://www.youtube.com/watchv=_Bdmg-AqC-k https://www.youtube.com/watchv=lPF5xn8Rj5k"  
[X Link](https://x.com/KeyPaganRush/status/1795512146648010810)  2024-05-28T17:47Z [----] followers, [--] engagements


"@return_stacking My HSA is already balls deep in LLY lmao I have a PPO as well so I dont need referrals for specialists"  
[X Link](https://x.com/KeyPaganRush/status/1795906736710447421)  2024-05-29T19:55Z [----] followers, [--] engagements


"Another use-case for AI teaching Linear Algebra Doubling down on AI stonks 😂 this is the future of education https://t.co/amUVAQIxpL this is the future of education https://t.co/amUVAQIxpL"  
[X Link](https://x.com/KeyPaganRush/status/1798370935541792956)  2024-06-05T15:06Z [----] followers, [---] engagements


"@atlas_invst @sidprabhu Hiking into weakness - Cutting into strength"  
[X Link](https://x.com/KeyPaganRush/status/1798876062153318479)  2024-06-07T00:34Z [----] followers, [---] engagements


"Results for placebo 1mg 4mg 8mg and 12mg. Liver fat getting burnt harder than NNT did by Emmanuel"  
[X Link](https://x.com/KeyPaganRush/status/1801369525151273143)  2024-06-13T21:42Z [----] followers, [----] engagements


"Tell me your allocation to $LLY and let me explain why its not enough"  
[X Link](https://x.com/KeyPaganRush/status/1801370215084904864)  2024-06-13T21:45Z [----] followers, [----] engagements


"@return_stacking @movinonup623 Talking is one thing how many people like uh actually own it I haven't heard any of my normie retail friends telling me about their massive $LLY holdings; plenty of people looking for any excuse to not buy it by buying other speculative GLP companies"  
[X Link](https://x.com/KeyPaganRush/status/1801436031310565807)  2024-06-14T02:06Z [----] followers, [---] engagements


"@AlexLachance11 I think it comes from this strange feeling that it's "Cheating" somehow. I can empathise and understand most people feel that way but I personally dont really see the point in feeling like that; other people losing weight doesn't harm you in anyway lmao"  
[X Link](https://x.com/KeyPaganRush/status/1802451865952731243)  2024-06-16T21:23Z [----] followers, [---] engagements


"@John_J_Ahearn @MusembiWa @Riksbanker Holding a few shit assets is completely forgiveable and expected in most portfolios Going full on bear porn macro pussy is a completely different thing"  
[X Link](https://x.com/KeyPaganRush/status/1802477163779903940)  2024-06-16T23:03Z [----] followers, [--] engagements


"@return_stacking @esoteric_cap Hey I dunno about you man but I prefer watching orchestras live instead of online 😂"  
[X Link](https://x.com/KeyPaganRush/status/1803470784087929307)  2024-06-19T16:51Z [----] followers, [--] engagements


"@esoteric_cap @return_stacking Elaborate I don't know what Apple Vision Pros can do; I also happen to be an avid pianist"  
[X Link](https://x.com/KeyPaganRush/status/1803501466734473300)  2024-06-19T18:53Z [----] followers, [--] engagements


"@quant_arb Still cant get past this one 😂 https://x.com/KeyPaganRush/status/1798370935541792956t=hM67lgerpvl9Rf3PrMkTFg&s=19 Another use-case for AI teaching Linear Algebra Doubling down on AI stonks 😂 https://x.com/KeyPaganRush/status/1798370935541792956t=hM67lgerpvl9Rf3PrMkTFg&s=19 Another use-case for AI teaching Linear Algebra Doubling down on AI stonks 😂"  
[X Link](https://x.com/KeyPaganRush/status/1805440629302083640)  2024-06-25T03:19Z [----] followers, [----] engagements


"@John_J_Ahearn People (who are asset poor) root for *asset* deflation; nobody wants to be unemployed. Even more specifically they want *Housing* deflation. Said differently people want their real wages to be higher"  
[X Link](https://x.com/KeyPaganRush/status/1805986087569064120)  2024-06-26T15:26Z [----] followers, [--] engagements


"@John_J_Ahearn Ser I thought [--] - 4.6% was chop chop land"  
[X Link](https://x.com/KeyPaganRush/status/1806715114063880432)  2024-06-28T15:43Z [----] followers, [--] engagements


"@John_J_Ahearn We gotta start somewhere"  
[X Link](https://x.com/KeyPaganRush/status/1808370133871874432)  2024-07-03T05:20Z [----] followers, [--] engagements


"Doomers that were warning of us of how the inverted yield curve foreshadowed some impending doom have yet to come out with analysis on why they have been utterly wrong for [--] years"  
[X Link](https://x.com/anyuser/status/1808372760596602982)  2024-07-03T05:30Z [----] followers, [----] engagements


"Its never missed; they kept screaming. Failing to mention that if they're proposed mechanism was correct then it should work across countries and across time periods going back to when banks came into existed https://x.com/KeyPaganRush/status/1740101644619313586 @senorsidechain @coloradotravis Crazy bad right Plenty of other examples These two I pulled off from AQR https://t.co/Z0yhqHo9fr https://x.com/KeyPaganRush/status/1740101644619313586 @senorsidechain @coloradotravis Crazy bad right Plenty of other examples These two I pulled off from AQR https://t.co/Z0yhqHo9fr"  
[X Link](https://x.com/KeyPaganRush/status/1808373243063201854)  2024-07-03T05:32Z [----] followers, [---] engagements


"@Ksidiii I always oblige to choking people out lmao The rule I give though is that they sit and raise one hand high into the air If they tap or if their raised hand starts dropping down I let go"  
[X Link](https://x.com/KeyPaganRush/status/1808587351058436344)  2024-07-03T19:43Z [----] followers, [---] engagements


"@l1quid1ty But Im using WSL 🥲"  
[X Link](https://x.com/KeyPaganRush/status/1814344493619150942)  2024-07-19T17:00Z [----] followers, [--] engagements


"@peddle_dabble White belts are always going to pull guard unless they've wrestled or done judo before lmao; If you think they're gonna pull guard just go in for a foot sweep kouchi or ouchi gari; work on your foot timing from an early belt"  
[X Link](https://x.com/KeyPaganRush/status/1817032967551901796)  2024-07-27T03:03Z [----] followers, [--] engagements


"Good time to repost this: https://www.youtube.com/shorts/LejF_uKezKM https://www.youtube.com/shorts/LejF_uKezKM"  
[X Link](https://x.com/KeyPaganRush/status/1817793302156148875)  2024-07-29T05:24Z [----] followers, [---] engagements


"way you get a massive cutting cycle (as opposed to just a 1-2 insurance cuts) is if more substantive deterioration occurs. Neither political party seems interested in reigning in fiscal in the meantime. The dip should be bought in equities The rip should be sold in duration"  
[X Link](https://x.com/KeyPaganRush/status/1820118820406849859)  2024-08-04T15:25Z [----] followers, [---] engagements


"Bought SVIX for the first time in my life 🤣"  
[X Link](https://x.com/KeyPaganRush/status/1820475921192947907)  2024-08-05T15:04Z [----] followers, [---] engagements


"@peddle_dabble Dunno if they are trying to injure you deliberately as opposed to being just spazzy beginners who dont realise what they are doing"  
[X Link](https://x.com/KeyPaganRush/status/1822141853153513968)  2024-08-10T05:24Z [----] followers, [--] engagements


"@peddle_dabble I'm not saying that you're going to win every round by slowing down loosening up and focusing on technique; I'm saying you should be aiming to do that regardless whether you get tapped or not in the process I tap my coach I tap to purple/blue belts; that isnt because Im"  
[X Link](https://x.com/KeyPaganRush/status/1822481619422486847)  2024-08-11T03:54Z [----] followers, [--] engagements


"@peddle_dabble better than my coach or purple/blue belts are better than me; shit happens cause normally we aren't fighting 100%; We only save 100% for comps and comp class. The reason we dont go 100% is cause we're deliberately trying to get the most done with as least effort possible thats"  
[X Link](https://x.com/KeyPaganRush/status/1822481907520778332)  2024-08-11T03:55Z [----] followers, [--] engagements


"@John_J_Ahearn @Citrini7 Yeah look Im not the Uber app so I cant tell you what its picking up but its picking up something. Whether it be email address and connecting it with other accounts what websites normally browse what other apps arr normally used how often bank app is used or w/e"  
[X Link](https://x.com/KeyPaganRush/status/1825904179413733632)  2024-08-20T14:34Z [----] followers, [--] engagements


"@GestaltU Right take imo; Parallels with Microsoft Excell"  
[X Link](https://x.com/KeyPaganRush/status/1827211351368020269)  2024-08-24T05:08Z [----] followers, [--] engagements


"Absence of a credit cycle in US as expectations of rate cuts kick in and fiscal is strong means that only tripwires to GDP growth are commodity shocks and/or Mass migration/deaths of working age people. Anyone staring at M2 or credit supply can be safely ignored onwards"  
[X Link](https://x.com/KeyPaganRush/status/1832835621259506033)  2024-09-08T17:37Z [----] followers, [---] engagements


"@peddle_dabble Why would wage growth cause a shock on gdp growth"  
[X Link](https://x.com/KeyPaganRush/status/1833018216609980605)  2024-09-09T05:42Z [----] followers, [--] engagements


"@peddle_dabble Public sector debt is private sector spending why is that bad for gdp growth"  
[X Link](https://x.com/KeyPaganRush/status/1833018326123229400)  2024-09-09T05:43Z [----] followers, [--] engagements


"@peddle_dabble Figuring out how to fund deficits doesnt affect gdp growth if you accept that the debt will always get funded one way or the other; that manifests as changes in fixed income and FX not really gdp growth"  
[X Link](https://x.com/KeyPaganRush/status/1833023709126525333)  2024-09-09T06:04Z [----] followers, [---] engagements


"@peddle_dabble Which would require companies to produce"  
[X Link](https://x.com/KeyPaganRush/status/1833301753665884340)  2024-09-10T00:29Z [----] followers, [--] engagements


"@peddle_dabble and that harms gdp growth because"  
[X Link](https://x.com/KeyPaganRush/status/1833322783218282658)  2024-09-10T01:53Z [----] followers, [---] engagements


"@pewpew_pew12 Bruh why does mid-tasting Sashimi that I can get for [--] USD in Korea cost [---] USD + Tips here 😂"  
[X Link](https://x.com/KeyPaganRush/status/1839536476054270261)  2024-09-27T05:24Z [----] followers, [--] engagements


"@therobotjames I saw the high borrow rate on a couple ETFs here a while back and just assumed that folks like yourself already had the trade on 😤 https://x.com/KeyPaganRush/status/1686405423790968832 @John_J_Ahearn @Asimoan28 @Citrini7 Oh shit yeah also have some Aussie coal miners and some speculative carbon streamers/ Brazilian renewables short IVOL FIG and NOPE https://x.com/KeyPaganRush/status/1686405423790968832 @John_J_Ahearn @Asimoan28 @Citrini7 Oh shit yeah also have some Aussie coal miners and some speculative carbon streamers/ Brazilian renewables short IVOL FIG and NOPE"  
[X Link](https://x.com/KeyPaganRush/status/1840639810135859314)  2024-09-30T06:28Z [----] followers, [---] engagements


"@pewpew_pew12 Dunno why but saw this and thought of you https://youtu.be/U_c5Xa3wcyosi=kA1GDKU3CQ-bWAnZ https://youtu.be/U_c5Xa3wcyosi=kA1GDKU3CQ-bWAnZ"  
[X Link](https://x.com/KeyPaganRush/status/1840948997219106854)  2024-10-01T02:56Z [----] followers, [--] engagements


"@pewpew_pew12 Oooo why did he say to do arm in chokes"  
[X Link](https://x.com/KeyPaganRush/status/1840953311794475389)  2024-10-01T03:14Z [----] followers, [--] engagements


"@pewpew_pew12 Sounds like someone who bends at the waist to catch singles 😂"  
[X Link](https://x.com/KeyPaganRush/status/1840953792876913049)  2024-10-01T03:16Z [----] followers, [--] engagements


"@pewpew_pew12 Bruh when are you getting promoted"  
[X Link](https://x.com/KeyPaganRush/status/1840954597638049949)  2024-10-01T03:19Z [----] followers, [--] engagements


"@pewpew_pew12 A colleague ZeroHedge levels of financial literacy"  
[X Link](https://x.com/KeyPaganRush/status/1844779387536789618)  2024-10-11T16:37Z [----] followers, [--] engagements


"Idiot Lvl 1: Reacting to recent event Lvl 2: Realise markets are foward looking so make a thesis and trade your prediction Lvl3: Realise your prediction has to be out of consensus Wisdom: Realising you only need others believe something will happen not that it actually will"  
[X Link](https://x.com/KeyPaganRush/status/1852931033320083943)  2024-11-03T04:29Z [----] followers, [----] engagements


"@pewpew_pew12 Now figure out which was which 😂"  
[X Link](https://x.com/KeyPaganRush/status/1854409956252123463)  2024-11-07T06:26Z [----] followers, [--] engagements


"@yamz4power Youd be legit amazed at the variety of circumstances a haka can break out in 😂"  
[X Link](https://x.com/KeyPaganRush/status/1857538035514225147)  2024-11-15T21:35Z [----] followers, [--] engagements


"@yamz4power"  
[X Link](https://x.com/KeyPaganRush/status/1857597308411719697)  2024-11-16T01:31Z [----] followers, [--] engagements


"@yamz4power @Versace_Trader Dont get me wrong as a concept political theatrics isnt something I generally like but theres a reason Maori are the probably the only colonised indigenous group that still retains political power in their own land"  
[X Link](https://x.com/KeyPaganRush/status/1857941642793332779)  2024-11-17T00:19Z [----] followers, [--] engagements


"@yamz4power @Versace_Trader Ponca Creek Chickasaw: Please we dont want war with white man we accept treaty US: Lol nah fuck the treaty we signed we gonna make new rules Maori: Fuck that we're gonna do a haka cause you aren't honouring a treaty Overseas commentators: WHY Would that do such a thing"  
[X Link](https://x.com/KeyPaganRush/status/1857942589288366591)  2024-11-17T00:23Z [----] followers, [--] engagements


"US people getting worked up about their own railway; meanwhile this chart just reminds me of the time a railway in NZ got sold for [--] NZD 😂 This should be a source of national embarrassment tbh https://t.co/83mBWppnuh This should be a source of national embarrassment tbh https://t.co/83mBWppnuh"  
[X Link](https://x.com/KeyPaganRush/status/1863100229077381294)  2024-12-01T05:58Z [----] followers, [---] engagements


"@blondesnmoney Sounds like someone has found an arb"  
[X Link](https://x.com/KeyPaganRush/status/1863429325900661213)  2024-12-02T03:45Z [----] followers, [---] engagements


"@Citrini7 What is the Korean Martial Law and how does it affect the Citrindex A thread🧵 👇"  
[X Link](https://x.com/KeyPaganRush/status/1864105596003471817)  2024-12-04T00:33Z [----] followers, [---] engagements


"@macrocephalopod Our quant 😍"  
[X Link](https://x.com/KeyPaganRush/status/1864468701103448254)  2024-12-05T00:35Z [----] followers, [----] engagements


"@mlbbln "I get cheap healthcare" "Oh yeah I get to spend massive amounts of tax money for RnD on that healthcare for you and I get to pay 100x more than you Owned""  
[X Link](https://x.com/KeyPaganRush/status/1864820784419774757)  2024-12-05T23:54Z [----] followers, [--] engagements


"@7N8Nine Well I'm glad your compatriots are all rich enough to afford spending 100x on their own healthcare and are very happy and content with their own healthcare circumstances so that others in the world can pay less"  
[X Link](https://x.com/KeyPaganRush/status/1865088068220522954)  2024-12-06T17:37Z [----] followers, [--] engagements


"@l1quid1ty DOGE I'm convinced will be chaos but trade tax and foreign policy I'm willing to bet gets pushed through fast"  
[X Link](https://x.com/KeyPaganRush/status/1865633417372762149)  2024-12-08T05:44Z [----] followers, [--] engagements


"@l1quid1ty No idea on whether its decent or not I just cant figure out what the trade is 😭"  
[X Link](https://x.com/KeyPaganRush/status/1865634586270855618)  2024-12-08T05:48Z [----] followers, [--] engagements


"@dr_anjo_phd @Citrini7 What is an electrophilic attack and why did I always see it on the homework of my structural bio friends why the aggrression"  
[X Link](https://x.com/KeyPaganRush/status/1865971868865626152)  2024-12-09T04:08Z [----] followers, [--] engagements


""I live in the real world where if it works its good. I dont have a vol fund or PhD paper to sell." 💀💀 Ah yes make observations on something that can't even be traded but yes he's the one working in the real world not trying to sell a newsletter 😭 Sigh. Here we go yet again with the condescending you cant use percentages on the VIX people. I find it hilarious to read why it cannot be and has never been possible even though Ive been doing it for [--] years. I live in the real world where if it works its good. I Sigh. Here we go yet again with the condescending you cant use percentages on the"  
[X Link](https://x.com/KeyPaganRush/status/1869990726173589783)  2024-12-20T06:18Z [----] followers, [---] engagements


"@QuantWolfLine @ScottPh77711570 @jasongoepfert VIX is calculated as a [--] month variance swap on the SPX which in practice becomes a portfolio of options across all strikes log weighted. Unless you are some giga chad billionaire you are not replicating that by yourself. No ETF does either"  
[X Link](https://x.com/KeyPaganRush/status/1870009687040536644)  2024-12-20T07:33Z [----] followers, [---] engagements


"@nope_its_lily @etheriatic 1) It's already been shown to be able to neutralise the current variant. The structural/sequencing of current variant shows that it does have increased affinity for human receptor but human-human transmission is still being impaired most likely due to HA fusion pH constraints"  
[X Link](https://x.com/KeyPaganRush/status/1871604503759507849)  2024-12-24T17:11Z [----] followers, [---] engagements


"@yamz4power @nope_its_lily @etheriatic Lmao I dont have any position on in $MRNA or anything H5N1 related atm Now's not the time to put the trade on imo"  
[X Link](https://x.com/KeyPaganRush/status/1871696432488714555)  2024-12-24T23:16Z [----] followers, [---] engagements


"@sidprabhu *Respectable* ex credit-swap trader"  
[X Link](https://x.com/KeyPaganRush/status/1871790707142467897)  2024-12-25T05:30Z [----] followers, [---] engagements


"@therobotjames Anything worth watching these days"  
[X Link](https://x.com/KeyPaganRush/status/1872007929693614442)  2024-12-25T19:54Z [----] followers, [---] engagements


"Tired of ancestor guilt; it was their manifest destiny to live here When a superior civilization beats savage natives they have nothing to apolgise for That's just how superior cultures progress H1Bs didnt steal anything it was rightfully conquered"  
[X Link](https://x.com/anyuser/status/1872122868211040475)  2024-12-26T03:30Z [----] followers, [----] engagements


"@yamz4power https://x.com/bennpeifert/status/1872092222616936664 Don't think being a model minority will satisfy the racists Don't bring them in as political partners and be surprised racism is their priority Don't stoke racism against blacks mexicans and middle easterners and be shocked when they come for educated Indians Don't be https://x.com/bennpeifert/status/1872092222616936664 Don't think being a model minority will satisfy the racists Don't bring them in as political partners and be surprised racism is their priority Don't stoke racism against blacks mexicans and middle easterners and"  
[X Link](https://x.com/KeyPaganRush/status/1872150606569455806)  2024-12-26T05:21Z [----] followers, [---] engagements


"@yamz4power Lmao People in comments are straight out saying "Im buying this to provide you with exit liquidity" pumping it in lieu of donating directly If some idiot degens dont realise that and help add gas to the pump why not at least transfer their wealth to rare disease research lol"  
[X Link](https://x.com/KeyPaganRush/status/1872166430327922728)  2024-12-26T06:23Z [----] followers, [--] engagements


"@JWnFL007 @l1quid1ty Bruh Stem cells for Autism is 100% grift You can't solve a congenital developmental disorder by just plugging in a bunch of SCs without even properly differentiating them 💀 I hope this company goes public simply so I can short it"  
[X Link](https://x.com/KeyPaganRush/status/1872183715675422981)  2024-12-26T07:32Z [----] followers, [--] engagements


"@JWnFL007 @l1quid1ty Yes because akshually you know more about life sciences than me and you didn't have to waste [--] years to do it lol Happy holidays and may your biotech stonk punts in [----] be profitable for you; you should be confident since I'll most likely be on the other side of the trade"  
[X Link](https://x.com/KeyPaganRush/status/1872194071298789519)  2024-12-26T08:13Z [----] followers, [--] engagements


"Why are they RUSHING to install RFK without proper LONG TERM safety testing on the side effects of his leadership 🚨 My cousin saw him acting weird - maybe BRAIN WORMS What are they hiding 👀 I'm not anti-RFK I'm PRO-Safe AND Effective RFK WE need 👏MORE👏SAFETY👏TRIALS 👏"  
[X Link](https://x.com/KeyPaganRush/status/1872406204984787400)  2024-12-26T22:16Z [----] followers, [----] engagements


"@jlippincott_"  
[X Link](https://x.com/KeyPaganRush/status/1872411193597669551)  2024-12-26T22:36Z [----] followers, [---] engagements


"@Harold36089778 Bro this study looked at Koreans with a mean age of [--] and compared them to Swedes with an average age of [--] you do realise that age is a major determinant in loss of testosterone over time right Not only that they sampled the Koreans from a SINGLE hospital"  
[X Link](https://x.com/KeyPaganRush/status/1873236411262091706)  2024-12-29T05:15Z [----] followers, [--] engagements


"@Harold36089778"  
[X Link](https://x.com/KeyPaganRush/status/1873246170660901314)  2024-12-29T05:54Z [----] followers, [--] engagements


"@Harold36089778 Eric Yuan (Zoom) Charles Wang (CA) Jerry yang (Yahoo) James Park (Fitbit) Steven Yeun (Actor) Like I dunno how many I need to rattle off"  
[X Link](https://x.com/KeyPaganRush/status/1873246499355934933)  2024-12-29T05:55Z [----] followers, [--] engagements


"@Harold36089778 It would stand that all else equal higher pre-natal testosterone would equate to differences in sex-maturation of the brain. There would be little to no correlation with serum testosterone levels during adolescence and adulthood"  
[X Link](https://x.com/KeyPaganRush/status/1873246896405528594)  2024-12-29T05:57Z [----] followers, [--] engagements


"@DiracGhost @AdamRackis @jlippincott_ @ArmandDoma @VivekGRamaswamy Is it useful for creating innovative US tech companies which you can use to actively look to hire Americans or is it more useful to learn so you can brag about learning it but complain at same time that Silicon Valley wont hire you despite showing no prior coding skill"  
[X Link](https://x.com/KeyPaganRush/status/1873273459419304204)  2024-12-29T07:42Z [----] followers, [--] engagements


"Template and inspiration from this banger: https://x.com/sam_d_1995/status/1871336137689886877 @TrueSlazac gonna post this on truth social https://t.co/8ZssmsywZ7 https://x.com/sam_d_1995/status/1871336137689886877 @TrueSlazac gonna post this on truth social https://t.co/8ZssmsywZ7"  
[X Link](https://x.com/KeyPaganRush/status/1873961592519540997)  2024-12-31T05:17Z [----] followers, [---] engagements


"@DavidBelle_ I have no idea it may be true; but how does that apply directly to the person you are responding to what does it insinuate about other Indians not involved with this convo and how dogwhistley is it to legit racists Calling cunts just cunts sidesteps these"  
[X Link](https://x.com/KeyPaganRush/status/1874361790865563925)  2025-01-01T07:47Z [----] followers, [---] engagements


"@PriceNoFilter @stevehouf @QuiteMidlife So what you're saying is buy TSLA [----] calls"  
[X Link](https://x.com/KeyPaganRush/status/1874588608075870466)  2025-01-01T22:48Z [----] followers, [--] engagements


"@ysl_mask @JackFarley96 @Citrini7 Pfft only [--] years of outperformance I need to see [----] years minimum"  
[X Link](https://x.com/KeyPaganRush/status/1874592242624766256)  2025-01-01T23:03Z [----] followers, [---] engagements


"@stevehouf Bro this is the only way to teach Linear Algebra with AI https://x.com/KeyPaganRush/status/1798370935541792956 Another use-case for AI teaching Linear Algebra Doubling down on AI stonks 😂 https://x.com/KeyPaganRush/status/1798370935541792956 Another use-case for AI teaching Linear Algebra Doubling down on AI stonks 😂"  
[X Link](https://x.com/KeyPaganRush/status/1874594145303675080)  2025-01-01T23:10Z [----] followers, [---] engagements


"@ysl_mask @JackFarley96 @Citrini7 Cathie Wood is still up 178% after [--] years; nothing wrong with that"  
[X Link](https://x.com/KeyPaganRush/status/1874629133126570189)  2025-01-02T01:29Z [----] followers, [---] engagements


"@bennpeifert"  
[X Link](https://x.com/KeyPaganRush/status/1875053765734367628)  2025-01-03T05:37Z [----] followers, [----] engagements


"@drunkengrass Nolan announced his next film would be the Odyssey Comments sections will make you cry"  
[X Link](https://x.com/KeyPaganRush/status/1876305316293558526)  2025-01-06T16:30Z [----] followers, [--] engagements


"@saanglee Hahaha like feeding an [--] year old child a Michelin star meal and they're just like "Mmhm that was yummy" 😂"  
[X Link](https://x.com/KeyPaganRush/status/1882570579406176414)  2025-01-23T23:26Z [----] followers, [--] engagements


"@NoelConvex Redundant Info: Spain still split into Granada Aragon Castille; Portugal and Navarre are separate entities gets you 1250-1390 Existence of Byzantine indicates pre-1453 Serbia and Bulgaria as separate states before Ottomans but during Byzantine presence gets you 1330-1355"  
[X Link](https://x.com/KeyPaganRush/status/1888367237289177130)  2025-02-08T23:20Z [----] followers, [---] engagements


"@NoelConvex Ooh and Sardinia and Corsica are Aragonese so that's like 1325-1420 Norway Sweden and Denmark are separate not a Kalmar union so that gets you 1343-1380"  
[X Link](https://x.com/KeyPaganRush/status/1888368050619228654)  2025-02-08T23:23Z [----] followers, [---] engagements


"More direct market impacts: Supporting/Auxillary research functions have to be outsourced more to companies Company revenues with concentrated exposure to smaller institutions likely to take a larger hit Probably some housing-related effects in aforementioned university cities"  
[X Link](https://x.com/KeyPaganRush/status/1888456120236122114)  2025-02-09T05:13Z [----] followers, [---] engagements


"In that scenario $MEDP probably moons $ARE probably gets rekt Again though my base case is that this proposal doesn't pass. My naive amateur reading of [---] pushes me to believe that this is illegal but maybe someone actually fluent in legalese can weigh in/correct me"  
[X Link](https://x.com/KeyPaganRush/status/1888458328965001395)  2025-02-09T05:22Z [----] followers, [---] engagements


"@bennpeifert So would it be correct in saying that although low-yield drove interest in autocals in Korea/Japan/Europe the interest in the US is mainly driven by general interest in equities despite increased rates"  
[X Link](https://x.com/KeyPaganRush/status/1888468079346090175)  2025-02-09T06:00Z [----] followers, [---] engagements


"@bennpeifert Also how did you manage to explain the hedging better than me using Pokemon cards I struggled to explain this with proper charts 😂 https://youtu.be/oojMf_2nyUMsi=or1nKZW51yrmqOq-&t=35 https://youtu.be/oojMf_2nyUMsi=or1nKZW51yrmqOq-&t=35"  
[X Link](https://x.com/KeyPaganRush/status/1888468414508990552)  2025-02-09T06:02Z [----] followers, [---] engagements


"making yoghurt bacteria less likely to be attacked by phages would then build off this work to show a causal role of CRISPR in mediating bacterial immunity to viruses Horvath et al 2007; Supported by Danisco A/S The transplantation of CRISPR from one E Coli to another"  
[X Link](https://x.com/KeyPaganRush/status/1888820923081380344)  2025-02-10T05:22Z [----] followers, [---] engagements


"using special proteins named Cas proteins would then be achieved by Brouns et al [----] supported by the Nederlandse Organisatie voor Wetenschappelijk Onderzoek (Dutch Organization for Scientific Research) and the European Union Mararaffini and Sontheimer [----] would take this"  
[X Link](https://x.com/KeyPaganRush/status/1888820953947222237)  2025-02-10T05:23Z [----] followers, [---] engagements


"Anyway tl;dr is: - Not all institutions involved in the discovery of a breakthrough get IP - The few institutions that get the IP in relative terms couldn't support a handful of extra labs with that money - NIH funding easily 100x outsizes revenues generated from IP"  
[X Link](https://x.com/KeyPaganRush/status/1888824393968636105)  2025-02-10T05:36Z [----] followers, [---] engagements


"- US Pharma companies make the majority of profits much of it not taxed back to the US - Buy $LLY"  
[X Link](https://x.com/KeyPaganRush/status/1888824559580655648)  2025-02-10T05:37Z [----] followers, [---] engagements


"@EntropyChase @capitolsheila @mbeisen @P_J_Buckhaults Hard for some to understand impact of NIH since the work it takes to get things like CRISPR to market isnt appreciated IMO only personal experiences can alter opinions eg clinical trials getting rugged Not my responsibility to change peoples minds Im just here to adapt"  
[X Link](https://x.com/KeyPaganRush/status/1888989168253944233)  2025-02-10T16:31Z [----] followers, [--] engagements


"@emilyakopp @EntropyChase Indirects are negotiated with the DHHS OMB and ONR based on audits and line item costs They exist even if you havent read them If you want the DHHSOMB and ONR to be tougher on negotiating then thats a completely separate thing Increasing efficiency with funds is a worthwhile"  
[X Link](https://x.com/KeyPaganRush/status/1889390439989649705)  2025-02-11T19:05Z [----] followers, [--] engagements


"@emilyakopp @EntropyChase goal but a practical way to achieve that is to ramp down caps giving warning and time for institutions to prepare since budgeting is done at the beginning of the year and is normally planned years in advance due to the long term nature of most grants Instead this is a sudden"  
[X Link](https://x.com/KeyPaganRush/status/1889390799835812191)  2025-02-11T19:07Z [----] followers, [--] engagements


"able to start Ph.D for any biomedical degree Short term increase in labour supply for pharma companies then followed by a slow and steady decline as the pool of new incoming biomed Ph.Ds shrinks over time"  
[X Link](https://x.com/KeyPaganRush/status/1898898225970475162)  2025-03-10T00:46Z [----] followers, [---] engagements


"You probably see a decreased rate in capital equipment replacement followed by increased outsourcing to CROs and REITs that offer lab spaces for rent $ARE and $DOC come to mind"  
[X Link](https://x.com/KeyPaganRush/status/1898899971019001897)  2025-03-10T00:53Z [----] followers, [---] engagements


"$BDX $DHR Carl Zeiss $BRKR $WAT $A $BIO Nikon Corporation Some names that are staples for large capital equipment"  
[X Link](https://x.com/KeyPaganRush/status/1898900581982314739)  2025-03-10T00:55Z [----] followers, [---] engagements


"$TMO $CRL $IQV $ICON $MEDP $PRAH are some CROs that may stand to benefit IF and only IF we see a shift of academic labs moving towards rented labs Not my default scenario but a tail risk to consider"  
[X Link](https://x.com/KeyPaganRush/status/1898901035558547530)  2025-03-10T00:57Z [----] followers, [---] engagements

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